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Tag: brokerage accounts

How to Transfer T-Bills From TreasuryDirect to a Brokerage (FS Form 5511)

Posted on November 14, 2026

TreasuryDirect has no sell button. To cash out a T-bill before maturity, you transfer it to a brokerage with FS Form 5511. Here’s the 45-day rule, the broker details you need, the bank signature certification, and the mistakes that delay transfers.

What Happens to Fractional Shares When You Transfer Brokers (ACATS)?

Posted on November 12, 2026

Fractional shares generally can’t transfer through ACATS. In a full transfer they’re usually sold and swept as cash; in a partial transfer they often stay behind. Here’s how it works and how to plan.

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